We offer to each client the opportunity to access a fully customized institutional portfolio management. Your portfolio is custom-made according to your preferences for capital growth, investment income or protection of assets.
The degree of expertise offered by this type of management is unique and advantageous. We have around 40 world-class investment managers selected by RBC based on rigorous criteria, and more than 100 investment styles.
Our mandate focuses on two main areas. Firstly, we guide each client in their investment choices, while respecting their objectives and risk factors. Secondly, we maintain a continuous due diligence of each manager by carrying out periodic and rigorous follow-ups.
We ensure regular meetings with our clients to keep them informed of changes in their portfolio and to implement changes as required. All portfolio decisions are made with the client’s consent.
Our values based on trust, integrity and transparency require quality portfolio management that respects the customer and involves him or her in all decisions.
